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| Happy Holidays!! thanks for using AUM13F!! |
| AIMZ Investment Advisors LLC
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|---|---|
| CRD # | 155810 |
| SEC # | 801-72721 |
| CIK # | 0001630365 |
| AUM | $504.9 M (2025-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-988-1088 |
| Address | 4984 El Camino Real, Suite 101 Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 19.3 | ||
| Apple Inc | 17.6 | ||
| Microsoft Corp | 14.4 | ||
| Qualcomm Inc/DE | 9.3 | ||
| Vertex Pharmaceuticals Inc / Ma | 9.2 | ||
| Alphabet Inc | 8.5 | ||
| Alphabet Inc | 7.5 | ||
| Gilead Sciences Inc | 7.2 | ||
| NetApp Inc | 6.1 | ||
| Cintas Corp | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 42.1 |
| (b) Individuals (high net worth individuals) | 114 | 432.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 30.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 504.9 |
| By Discretionary | ||
| Discretionary | 526 | 503.1 |
| Non-Discretionary | 1 | 1.8 |
| Total | 527 | 504.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.9 | |
| Total | 527 | 504.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001630365] |
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